Discovery Capital Management, LLC / CT is 10% at UNIVERSAL DISPLAY CORP \PA\ (PANL). They have made 7 open-market trades across 3 companies since 2011, most recently 2026-08-06.
CIK 0001389480
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
4 open-market purchases totalling $24.4M since 2011, against 3 sales. Too few scored purchases to measure a record yet.
| Ticker | Shares | Value |
|---|---|---|
| OLED | 4,014,174 | $312.9M |
| PANL | 5,929,626 | $45.2M |
| METC | 4,811,360 | $37.7M |
| Total | $395.8M |
Shares reported on the most recent Form 4, priced at the 2026-08-10 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| METC | SELL | 2026-08-06 | 2026-08-10 | $9.57 | $4.8M | +10.1% | +21.4% | — |
| METC | SELL | 2026-05-01 | 2026-05-05 | $14.79 | $3.0M | -4.1% | +12.9% | -41.1% |
| OLED | SELL | 2015-08-03 | 2015-08-05 | $46.66 | $36.2M | -9.0% | -0.3% | -0.3% |
| PANL | BUY | 2012-05-03 | 2012-05-07 | $40.77 | $4.1M | -5.7% | +1.5% | +1.5% |
| PANL | BUY | 2012-03-08 | 2012-03-12 | $39.97 | $4.0M | -5.7% | +1.5% | +1.5% |
| PANL | BUY | 2012-01-04 | 2012-01-06 | $32.55 | $2.9M | -5.7% | +1.5% | +1.5% |
| PANL | BUY | 2011-11-01 | 2011-11-03 | $44.67 | $13.4M | -5.7% | +1.5% | +1.5% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.